

How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfolios
Nov 22, 2023
Shannon Saccocia, CIO of Neuberger Berman Private Wealth, discusses the evolving landscape of private markets. Topics include the definition of alts, changing nature of asset allocation, evolution of fees, importance of geopolitics, secondaries as onramp, fiduciary role, challenges of productization, engaging with the changing wealth channel, forward thinking in allocating alternatives, changing role of exits, exploring unique alternative investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Geopolitics, Secondaries, and Getting Comfortable with Discomfort
01:52 • 2min
The Meaning of Fiduciary in the Context of Alternative Investments
04:02 • 6min
Challenges and Strategies for Productization in the Wealth Channel
10:10 • 20min
Engaging with the Changing Wealth Channel and Seeking Knowledge for Robust Client Solutions
29:57 • 2min
Forward Thinking in Allocating Alternatives
31:32 • 7min
The Changing Role of Exits in Private Markets
38:32 • 18min
Exploring Unique Alternative Investments and Speculating on Future Opportunities
56:26 • 3min